Puff Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Puff Wealth Management’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$345K	Buy	+2,820	New	+$331K	0.35%	61
2025 Q4	$329K	Buy	2,877 +1	+0%	+$113	0.43%	53
2025 Q3	$327K	Sell	2,876 -224	-7%	-$24.8K	0.5%	46
2025 Q2	$334K	Sell	3,100 -36	-1%	-$3.59K	0.24%	73
2025 Q1	$313K	Sell	3,136 -18	-0.6%	-$1.9K	0.29%	64
2024 Q4	$331K	Buy	+3,154	New	+$340K	0.58%	43

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Puff Wealth Management's SPGP Position: Q2 2026 in Review

Puff Wealth Management opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 2,820 shares worth $345K. The stake represents 0.35% of the portfolio and ranks #61 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in SPGP as recently as Q4 2025.

Puff Wealth Management first reported a position in SPGP in Q4 2024 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Puff Wealth Management held 2,820 shares of Invesco S&P 500 GARP ETF worth $345K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new Puff Wealth Management position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.35% of Puff Wealth Management's portfolio in Q2 2026, its #61 holding.
Puff Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 6 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.